Marketing spend for a typical financial services firm varies based on company size, target market, and business goals.
Most financial firms allocate 7% to 10% of revenue to marketing, with digital-first firms spending on the higher end.
Here’s a breakdown of how that budget is typically distributed:
In this monthly email you’ll find a handful of links to recently published web content (e.g., blogs, articles and podcasts), meant to be helpful and relevant to those running a business. Managing a business, especially a successful one, is no easy feat. Most of us welcome with open arms a little help from our friends,…
Happy end of summer, I’m looking forward to getting back to the office in the greatest city on earth. Greatly appreciate your feedback on this newsletter, which is why I’ve added a section to highlight some of the office spaces in Manhattan that I am currently working to fill in my role as a commercial…
Wishing you all the best as NYC begins its phased reopening. It’s been a long and eventful hiatus, and I hope that you and your families are well and staying safe. My prayers for equity go out to all, especially those that have been unfairly treated due to race or any other superficial circumstances. In…
Wishing you all the best during the ongoing pandemic. Hope that you and your families are well and staying safe. In this monthly piece you’ll find a handful of links to recently published web content (e.g., blogs, articles and podcasts), meant to be helpful and relevant to those running a business. Managing a business, especially…
This is an excerpt from my monthly email where I share a handful of links to recently published content that relates to and can be helpful to those running a business. To have this delivered to your email box, subscribe here. Managing a business, especially a successful one, is no easy feat. Most of us…
This is an excerpt from my monthly email where I share a handful of links to recently published content that relates to and can be helpful to those running a business. To have this delivered to your email box, subscribe here. Managing a business, especially a successful one, is no easy feat. Most of us…
Co-working can be an attractive option for small and growing companies. For instance, a co-working lease/agreement can provide flexibility in terms of space constraints and may provide abundant amenities, such as ping pong tables, a gym and a decked-out kitchen with kombucha on tap. However, a businesses owner must weigh the positives as well as…
Earlier this month while traveling in Costa Rica, I attended an entrepreneur community meetup in the heart of the country’s most-prominent metropolitan area, Escazú. The meetup was organized by Chepetech and the discussion was led by Marcela Ledezma, Director at Klap, which focuses on the payments sector in Latin America (LatAm). The region represents a…